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(Updates from 11:01 a.m. ET with closing information.) NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Thursday: Cramer said the collapse of solar in China may be a good thing for LDK Solar ( LDK) here in the U.S. Meanwhile, positive news from Alkermes ( ALKS) is helping to lift that drug maker. LDK fell 2.8% to $1.05 and ALK was off 1.8% to $29.20. Cramer said he's worried about Apache ( APA) and its business in Egypt, but is not worried about earnings at Best Buy ( BBY), a stock he said is heading higher. APA fell 1% to $70.82 and BBY was 1.8% lower at $22.97. Finally, Cramer said Union Pacific ( UNP) is a railroad in the right place at the right time, but he remains cautious on HollyFrontier ( HFC), urging investors to stick with the drillers over the refiners. Investors pushed UNP shares 4% higher to $142.46 while HFC rose 3.5% to $48.50. To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here. -- Written by Scott Rutt in Washington. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC